REVS Institutional Ownership
Columbia Research Enhanced Value ETF
1W: -1.0%
1M: -3.2%
3M: +2.3%
YTD: +15.8%
1Y: +20.4%
3Y: +72.8%
5Y: +77.3%
$32.99
+0.18 (+0.55%)
Weekly Expected Move ±1.3%
$32
$33
$33
$33
$34
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — REVS
45
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
255M
Total Invested
8
New Positions
17
Increased
12
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4,365,673 | 144M | +642,385 | +17.3% | 12Q | SEC ↗ |
| 2 | MML INVESTORS SERVICES, LLC | 1,554,384 | 51M | +361,688 | +30.3% | 3Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 579,259 | 19M | +3,545 | +0.6% | 7Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 361,667 | 12M | +44,147 | +13.9% | 2Q | SEC ↗ |
| 5 | U.S. Capital Wealth Advisors, LLC | 243,142 | 8M | +121,316 | +99.6% | 2Q | SEC ↗ |
| 6 | Arax Advisory Partners NEW | 239,615 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 218,111 | 7M | +207,641 | +1983.2% | 2Q | SEC ↗ |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 112,939 | 4M | +1,398 | +1.3% | 10Q | SEC ↗ |
| 9 | First Interstate Bank | 109,803 | 4M | +63,653 | +137.9% | 2Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 67,754 | 2M | +26,923 | +65.9% | 7Q | SEC ↗ |
| 11 | Ruggaard & Associates LLC | 53,364 | 2M | +939 | +1.8% | 9Q | SEC ↗ |
| 12 | Steward Partners Investment Advisory, | 52,850 | 2M | +300 | +0.6% | 3Q | SEC ↗ |
| 13 | NewEdge Advisors, LLC | 51,321 | 2M | -45,597 | -47.0% | 15Q | SEC ↗ |
| 14 | Essex Financial Services, Inc. | 46,656 | 2M | +17,353 | +59.2% | 5Q | SEC ↗ |
| 15 | World Investment Advisors | 46,609 | 2M | — | +0.0% | 3Q | SEC ↗ |
| 16 | Inscription Capital, LLC | 39,136 | 1M | +21,271 | +119.1% | 2Q | SEC ↗ |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 36,736 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Cambridge Investment Research Advisors | 35,330 | 1M | +8,918 | +33.8% | 2Q | SEC ↗ |
| 19 | Frederick Financial Consultants, LLC | 26,216 | 865K | -84 | -0.3% | 7Q | SEC ↗ |
| 20 | Richmond Investment Services, LLC NEW | 19,226 | 634K | — | +0.0% | 1Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC | 16,394 | 541K | -11,139 | -40.5% | 2Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 14,302 | 472K | +5,417 | +61.0% | 21Q | SEC ↗ |
| 23 | Janney Montgomery Scott LLC | 12,818 | 423K | — | +0.0% | 11Q | SEC ↗ |
| 24 | Medallion Wealth Advisors, LLC | 10,000 | 330K | +1,000 | +11.1% | 2Q | SEC ↗ |
| 25 | Van Diest Capital, LLC NEW | 8,608 | 284K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Pine Valley Investments Ltd Liability | 7,266 | 240K | +275 | +3.9% | 14Q | SEC ↗ |
| 27 | Integrated Wealth Concepts LLC NEW | 5,986 | 197K | — | +0.0% | 1Q | SEC ↗ |
| 28 | IFP Advisors, Inc | 4,884 | 161K | -316 | -6.1% | 5Q | SEC ↗ |
| 29 | MORGAN STANLEY | 3,019 | 100K | — | +0.0% | 17Q | SEC ↗ |
| 30 | HARBOUR INVESTMENTS, INC. | 2,603 | 86K | -165 | -6.0% | 17Q | SEC ↗ |
| 31 | MERCER GLOBAL ADVISORS INC /ADV NEW | 2,203 | 73K | — | +0.0% | 1Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 1,832 | 60K | +1,807 | +7228.0% | 2Q | SEC ↗ |
| 33 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 800 | 26K | — | +0.0% | 3Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO NEW | 739 | 24K | — | +0.0% | 1Q | SEC ↗ |
| 35 | FMR LLC | 456 | 15K | -3,467 | -88.4% | 8Q | SEC ↗ |
| 36 | KERR FINANCIAL PLANNING Corp | 147 | 5K | — | +0.0% | 2Q | SEC ↗ |
| 37 | JONES FINANCIAL COMPANIES LLLP NEW | 77 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Pflug Koory, LLC | 35 | 1K | — | +0.0% | 5Q | SEC ↗ |
| 39 | DHJJ Financial Advisors, Ltd. | 5 | 0K | — | +0.0% | 12Q | SEC ↗ |
| 40 | BlackRock, Inc. | 1 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 41 | CITADEL ADVISORS LLC | 0 | 0K | -11,016 | -100.0% | 3Q | SEC ↗ |
| 42 | Western Wealth Management, LLC | 0 | 0K | -997 | -100.0% | 1Q | SEC ↗ |
| 43 | WELLS FARGO & COMPANY/MN | 0 | 0K | -52 | -100.0% | 1Q | SEC ↗ |
| 44 | GOLDMAN SACHS GROUP INC | 0 | 0K | -22,256 | -100.0% | 1Q | SEC ↗ |
| 45 | UBS Group AG | 0 | 0K | -3,651 | -100.0% | 2Q | SEC ↗ |
| 46 | Private Advisor Group, LLC | 0 | 0K | -42,408 | -100.0% | 3Q | SEC ↗ |
| 47 | MAI Capital Management | 0 | 0K | -256 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 239,615 | 8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 36,736 | 1M |
| Richmond Investment Services, LLC | 19,226 | 634K |
| Van Diest Capital, LLC | 8,608 | 284K |
| Integrated Wealth Concepts LLC | 5,986 | 197K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,203 | 73K |
| JPMORGAN CHASE & CO | 739 | 24K |
| JONES FINANCIAL COMPANIES LLLP | 77 | 3K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Advisor Group, LLC | 42,408 | 1M |
| GOLDMAN SACHS GROUP INC | 22,256 | 734K |
| CITADEL ADVISORS LLC | 11,016 | 363K |
| UBS Group AG | 3,651 | 120K |
| Western Wealth Management, LLC | 997 | 33K |
| MAI Capital Management | 256 | 8K |
| WELLS FARGO & COMPANY/MN | 52 | 2K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +642,385 | +17.3% | 4,365,673 |
| MML INVESTORS SERVICES, LLC | +361,688 | +30.3% | 1,554,384 |
| Cetera Investment Advisers | +207,641 | +1983.2% | 218,111 |
| U.S. Capital Wealth Advisors, LLC | +121,316 | +99.6% | 243,142 |
| First Interstate Bank | +63,653 | +137.9% | 109,803 |
| ENVESTNET ASSET MANAGEMENT INC | +44,147 | +13.9% | 361,667 |
| COMMONWEALTH EQUITY SERVICES, LLC | +26,923 | +65.9% | 67,754 |
| Inscription Capital, LLC | +21,271 | +119.1% | 39,136 |
| Essex Financial Services, Inc. | +17,353 | +59.2% | 46,656 |
| Cambridge Investment Research Advis | +8,918 | +33.8% | 35,330 |
| OSAIC HOLDINGS, INC. | +5,417 | +61.0% | 14,302 |
| RAYMOND JAMES FINANCIAL INC | +3,545 | +0.6% | 579,259 |
| ROYAL BANK OF CANADA | +1,807 | +7228.0% | 1,832 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +1,398 | +1.3% | 112,939 |
| Medallion Wealth Advisors, LLC | +1,000 | +11.1% | 10,000 |
| Ruggaard & Associates LLC | +939 | +1.8% | 53,364 |
| Steward Partners Investment Advisor | +300 | +0.6% | 52,850 |
| Pine Valley Investments Ltd Liabili | +275 | +3.9% | 7,266 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NewEdge Advisors, LLC | -45,597 | -47.0% | 51,321 |
| JANE STREET GROUP, LLC | -11,139 | -40.5% | 16,394 |
| FMR LLC | -3,467 | -88.4% | 456 |
| IFP Advisors, Inc | -316 | -6.1% | 4,884 |
| HARBOUR INVESTMENTS, INC. | -165 | -6.0% | 2,603 |
| Frederick Financial Consultants, LL | -84 | -0.3% | 26,216 |